Keystone Wealth Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.

Quarter-by-quarter ownership
Keystone Wealth Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$238,591
-6.0%
1,3060.0%0.09%
-4.2%
Q2 2023$253,914
+0.4%
1,306
-0.1%
0.10%
-7.8%
Q1 2023$252,893
+1.0%
1,3070.0%0.10%
-5.5%
Q4 2022$250,306
+11.7%
1,307
+0.2%
0.11%
+2.8%
Q3 2022$224,000
-29.1%
1,305
-23.5%
0.11%
-24.8%
Q2 2022$316,000
-5.4%
1,7050.0%0.14%
+6.8%
Q1 2022$334,000
-2.1%
1,705
+0.1%
0.13%
-4.3%
Q4 2021$341,0001,7040.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 33,220$4,288,00013.35%
D'Orazio & Associates, Inc. 192,064$24,790,00012.10%
Berkeley Capital Partners, LLC 54,664$7,056,0005.74%
New England Investment & Retirement Group, Inc. 78,438$10,124,0005.34%
Madden Advisory Services, Inc. 30,316$3,912,0002.58%
Quantitative Advantage, LLC 53,754$6,938,0001.97%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 22,705$2,931,0001.97%
McKinley Carter Wealth Services, Inc. 24,764$3,196,0001.83%
Estate Counselors, LLC 28,850$3,724,0001.52%
RAND WEALTH, LLC 63,384$8,181,0001.16%
View complete list of VANGUARD WORLD FDS shareholders